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Odoo Migration Overview

Migration Strategy Overview

Key Principles

  • Minimal Customization: Use native Odoo functionality wherever possible
  • Phased Approach: Implement in logical phases to minimize risk
  • Data Integrity: Maintain data quality throughout the migration
  • User Training: Comprehensive training for all user groups

Migration Phases

  1. Phase 1: System preparation and foundation setup
  2. Phase 2: Company structure and basic configuration
  3. Phase 3: Product catalog and master data
  4. Phase 4: Contacts and partner management
  5. Phase 5: Financial setup and pricing
  6. Phase 6: Sales processes and workflows
  7. Phase 7: Inventory and additional modules

BoM and Product Logic

Bill of Materials Structure

  • Multi-level BOMs: Support for complex product assemblies
  • Routing Integration: Link BOMs to manufacturing operations
  • Cost Calculation: Automatic cost rollup through BOM levels
  • Version Control: Track BOM changes and revisions

Product Variants

  • Attribute-based Variants: Color, size, material combinations
  • Dynamic Pricing: Variant-specific pricing rules
  • Stock Management: Individual variant tracking
  • Supplier Management: Variant-specific supplier information

Deployment Option Comparison

Odoo Online

Pros: - Zero infrastructure management - Automatic updates and backups - Built-in security and compliance - Quick setup and deployment

Cons: - Limited customization options - No shell access for advanced development - Dependency on Odoo's infrastructure - Potential data sovereignty concerns

Odoo.sh

Pros: - Full customization capabilities - Git-based development workflow - Automated testing and deployment - Scalable infrastructure

Cons: - Requires development expertise - Monthly subscription costs - Limited to Odoo's cloud infrastructure - Some enterprise features may be restricted

On-Premise

Pros: - Complete control over infrastructure - Full customization capabilities - Data sovereignty and security - No ongoing subscription fees

Cons: - Requires IT infrastructure and expertise - Manual updates and maintenance - Higher initial setup costs - Security and backup responsibilities

Web and QWeb Customization

Frontend Customization

  • Website Builder: Drag-and-drop website creation
  • QWeb Templates: Custom HTML templates for reports and views
  • CSS/SCSS: Custom styling and branding
  • JavaScript: Interactive functionality and user experience

Backend Customization

  • Views: Custom form, list, and kanban views
  • Reports: Custom PDF and HTML reports
  • Workflows: Automated business processes
  • Integrations: API connections to external systems

Shell Interface Capabilities (On-Prem Only)

Development Tools

  • Python Shell: Interactive development and debugging
  • ORM Access: Direct database operations
  • Module Development: Create and test custom modules
  • Data Migration: Script-based data import/export

Administrative Functions

  • Database Management: Backup, restore, and maintenance
  • User Management: Create and configure user accounts
  • System Configuration: Server and application settings
  • Performance Monitoring: System health and optimization